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Harvest Forecast 

Harvest Forecast is a web-based project management and resource scheduling tool that helps teams plan, track, and allocate their people and time efficiently across multiple projects.

Harvest Forecast integration replicates data using the Harvest Forecast Experimental API.

See the Schema section for a list of objects available for replication.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

資訊備註確認您使用的帳戶可讀取您要擷取的表格。

You must have administrative privileges to create an OAuth2 App in your Harvest account.

To create your client ID and secret:

  1. Log into your Harvest account.
  2. Go to the Developers tab.
  3. In the new OAuth2 application section, specify the following requirements:
    • Name: Enter a name.
    • Redirect URL: Set it to https://connector.qlik.com/auth/oauth/v3.htm.
    • Access: Select the account from which you want to replicate data.
    • Products: Select the Harvest and Forecast products.
  4. Click Create application.
  5. Copy and paste your client ID and secret into a secured file.

To retrieve your account ID:

  1. Log into your Harvest account.
  2. Go to the Developers tab.
  3. Click Create new personal access token.
  4. Enter a name for the token.
  5. Copy and paste your account ID into a secured file.

Creating the connection

For more information, see 連線到 SaaS 應用程式.

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    提示備註You may need to scroll down to see this field.

    When status is Verified, the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
SettingDescription
Data gateway

如您的使用情況有需要,選取 資料移動閘道

資訊備註

此欄位無法用於 Qlik Talend Cloud 啟動器 訂閱,因為不支援 資料移動閘道。若您有另一個訂閱層級且不想使用 資料移動閘道,選取

如需關於 資料移動閘道 福利的資訊以及需要此項的使用案例,請參閱 Qlik 資料閘道 - 資料移動

Start Date

MM/DD/YYYY 格式輸入資料必須從來源複寫到目標的日期。

Account IDAccount ID.
Client IDClient ID.
Client SecretClient secret.

Schema

資訊備註

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 1.

Depending on your destination, table and column names may not appear as they are outlined below.

assignments

The assignments table contains info about the assignments assigned to the people in your Harvest Forecast account.

Replication Method

Full Table

Primary Key

id

Useful links

Harvest Forecast documentation

clients

The clients table contains info about the clients in your Harvest Forecast account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest Forecast documentation

milestones

The milestones table contains info about the project milestones in your Harvest Forecast account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest Forecast documentation

people

The people table contains info about the people in your Harvest Forecast account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest Forecast documentation

placeholders

The placeholders table contains info about the placeholders in your Harvest Forecast account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

projects

The projects table contains info about the projects in your Harvest Forecast account.

Replication Method

CDC

Primary Key

id

Replication Key

updated_at

Useful links

Harvest Forecast documentation

roles

The roles table contains info about the roles in your Harvest Forecast account.

Replication Method

Full Table

Primary Key

id

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